Mailchimp Integration
Email marketing & automation
Connect your Orbit AI forms to Mailchimp and automatically add subscribers to your audiences, apply tags, and trigger customer journey automations.
Automatic Subscriber Sync
Add or update subscribers instantly when forms are submitted
Audience Selection
Choose which Mailchimp audience to add subscribers to
Tag Automation
Apply tags that trigger your customer journeys
Works with Workflows
Use Mailchimp as a destination in your Orbit AI workflows
Prerequisites
- A Mailchimp account (Free or any paid plan)
- At least one audience (list) created in Mailchimp
- At least one Orbit AI form ready to connect
Setup Guide
- 1
Connect your Mailchimp account
In your form's Integrations tab, click "Add Integration" and select Mailchimp. Click "Connect to Mailchimp" to start OAuth.
- 2
Authorize Orbit AI
Sign in to your Mailchimp account and grant Orbit AI permission to manage audiences. We only request the minimum required permissions.
- 3
Select your audience
Choose which Mailchimp audience (list) should receive new subscribers from this form.
- 4
Configure double opt-in
Optionally enable double opt-in. Subscribers will receive a confirmation email before being added.
- 5
Select tags
Choose or create tags to apply to new subscribers. Tags can trigger your customer journey automations.
- 6
Map merge fields
Map your form fields to Mailchimp merge fields (FNAME, LNAME, PHONE, etc.).
- 7
Enable and test
Toggle the integration on and submit a test form. Check your Mailchimp audience to verify the subscriber was added.
Merge Field Mapping
Map your form fields to Mailchimp merge fields. Standard fields include:
| Merge Field | Description | Example |
|---|---|---|
| Required - the subscriber's email address | john@example.com | |
| FNAME | First name | John |
| LNAME | Last name | Doe |
| PHONE | Phone number | +1 555-123-4567 |
| ADDRESS | Mailing address (grouped fields) | 123 Main St, City, ST 12345 |
| BIRTHDAY | Birthday (MM/DD format) | 03/15 |
Double Opt-in
When double opt-in is enabled:
- • New subscribers receive a confirmation email from Mailchimp
- • They must click the confirmation link to be fully subscribed
- • This is required by law in some countries (GDPR compliance)
- • Results in higher quality, more engaged subscribers
Using Mailchimp with Workflows
Mailchimp works seamlessly with Orbit AI workflows. You can add subscribers to your email marketing at any point in your automation:
- Only subscribe leads after they pass AI qualification
- Apply different tags based on form responses or lead scores
- Enrich subscriber data with Clay before adding to Mailchimp
- Sync to both Mailchimp and your CRM in one workflow
Triggering Customer Journeys
Tags are the key to triggering Mailchimp customer journeys:
- 1. Create a customer journey in Mailchimp with starting point "Tag is added"
- 2. Select or create that same tag in the Orbit AI integration
- 3. When a form is submitted, the tag is applied and your journey begins
- 4. Subscribers flow through your automated email sequence
Tips for Success
- • Use descriptive tag names like "Lead Source - Website" or "Interest - Product Demo"
- • Consider enabling double opt-in for GDPR compliance and better list quality
- • Set up a welcome email or journey for new subscribers immediately
- • Test with your own email to verify everything works before going live
- • Use groups/segments in Mailchimp for more advanced subscriber organization